See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,479 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $532,143 | $123,793+329.9% | $177,821+199.3% | $79,858+566.4% |
| Participation rate | 98.9% | 84.7%+14.2pp | 87.7%+11.2pp | 69.6%+29.2pp |
| Annual return | 24.91% | 22.82%+2.1pp | 48.32%-23.4pp | 31.71%-6.8pp |
| Employer contribution / active EE | $20,485 | $4,095+400.2% | $5,918+246.1% | $2,471+729.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |